The Heffernan Team
About Us
Will I have enough money for my retirement? Is my wealth protected?
On the Heffernan Team, we know these concerns can keep you up at night. As Family CFOs, our goal is to eliminate these anxieties for you and your family. We serve as your financial advocate, providing not only the knowledgeable advice you expect but the ‘Raving Fan’ service you deserve.
We care about our clients, take great satisfaction in seeing their goals fulfilled and go the extra mile to ensure they are attained. You can put your mind at ease knowing you have a trusted partner committed to acting only in your best interest.
Team Members
Amanda Madson
Operations Manager
Patty Haguewood
Executive Assistant
Michael Heffernan
Client Service Manager
Brandon Miles
Client Service Manager
Libby Roth
Client Service Manager
Sydney Schnitker
Client Service Manager
Bryanne Stotler
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – June 2026
June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for…
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Raising Charitable Children: Modeling and Mentioning
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for instilling compassion, empathy, and social responsibility. With…
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You Negotiated the Offer. Did you Plan for What Comes Next?
What Executives Should Know About Their Compensation Package By Kristi Borglum, CFP® When executives receive a promotion, most expect a…